MS
Meredith L. Strosser
CORE ADVISORY GROUP
Rock Hill, SC 29732
Some features on this profile are disabled
CRD#: 5894188
MS
Professional summary
Meredith Lee Strosser is a registered financial advisor currently at CORE ADVISORY GROUP located in Rock Hill, South Carolina and LPL FINANCIAL LLC located in Rock Hill, South Carolina.
Meredith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Meredith has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 5/19/2017 - No Business Name - Investment Related - Wexford PA 15090 - Real Estate Rental - Wexford, PA - Landlord - Started 06/15/2015 - 5 Hours Per Month/0 Hours During Securities Trading - Time Spent 1%. 2. 12/8/2017 - Strosser Wealth Management - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 05/08/2017 - 0 Hours Per Month. 3. 7/15/2020 - CORE Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 04/06/2020 - 80 Hours Per Month During Securities Trading - I provide investment advisory services through CORE Advisory Group, an independent investment advisor firm. I started this business activity in 04/2020. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 01/26/2022 - CORE Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 01/01/2022 - 80 Hours Per Month/80 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Core Advisory Group, an independent investment advisor firm. I started this business activity in 01/2022. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 07/01/2022 - Cason Group / Penn Mutual - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Life insurance agent / representative - Start Date - 06/20/2022 - 5 Hours Per Month/ 5 Hours During Securities Trading. 5. 07/12/2022 - CORE Advisory Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/11/2022 - 2 Hours Per Month/2 Hours During Securities Trading. 6. 05/09/2024 - CORE Tax Advisors - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 5 Hours Per Month/ During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Meredith Lee Strosser's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 23, 2020 - Present
CORE ADVISORY GROUP
Office #1: 744 Arden Lane Suite 175, Rock Hill, SC 29732RIA
CRD#: 306661
Rock Hill, SC
Current
October 31, 2011 - Present
LPL FINANCIAL LLC
Office #1: 744 Arden Lane Suite 175, Rock Hill, SC 29732RIA
BD
CRD#: 6413
Rock Hill, SC
Past
July 15, 2014 - July 16, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
ROCK HILL, SC
Past
October 31, 2011 - November 28, 2011
LPL FINANCIAL LLC
RIA
CRD#: 6413
ROCK HILL, SC
Past
September 20, 2011 - October 19, 2011
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
PITTSBURGH, PA
Past
April 19, 2011 - October 19, 2011
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
PITTSBURGH, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CORE ADVISORY GROUP
BROOKHAVEN WEALTH MANAGEMENT | STROSSER WEALTH MANAGEMENT | KING WEALTH PARTNERS | FAIRVIEW WEALTH ADVISORS | FAIRVIEW STRATEGIC PLANNING | CORE COMPLIANCE GROUP, LLC | CORE ADVISORY GROUP
CRD#: 306661 / SEC#: 801-122934
RIA
Registered Investment Advisory firm - (1/4/2022 Approved)North Carolina
Registered Investment Advisory firm - (2/24/2022 Terminated)South Carolina
Registered Investment Advisory firm - (2/23/2022 Terminated)Texas
Registered Investment Advisory firm - (2/23/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/7/2021)
RR
California(7/7/2020)
RR
Colorado(7/28/2023)
RR
Florida(12/10/2018)
RR
Georgia(1/2/2019)
RR
Idaho(3/15/2023)
RR
Illinois(7/7/2020)
RR
Indiana(6/21/2019)
RR
Kentucky(7/2/2020)
RR
Louisiana(11/10/2022)
RR
Maryland(1/2/2019)
RR
Massachusetts(5/30/2023)
RR
Mississippi(11/10/2022)
RR
New Jersey(6/11/2019)
RR
New York(6/21/2019)
RR
North Carolina(7/15/2014)
RR
Ohio(11/15/2024)
RR
Pennsylvania(5/19/2017)
RR
Rhode Island(1/21/2025)
RR
South Carolina(9/25/2016)
IAR
South Carolina(3/23/2020)
RR
Tennessee(5/24/2023)
RR
Texas(6/21/2019)
RR
Vermont(12/6/2024)
RR
Virginia(1/2/2019)
RR
Washington(6/27/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CORE ADVISORY GROUP
BROOKHAVEN WEALTH MANAGEMENT | STROSSER WEALTH MANAGEMENT | KING WEALTH PARTNERS | FAIRVIEW WEALTH ADVISORS | FAIRVIEW STRATEGIC PLANNING | CORE COMPLIANCE GROUP, LLC | CORE ADVISORY GROUP
CRD#: 306661 / SEC#: 801-122934
RIA
Registered Investment Advisory firm - (1/4/2022 Approved)North Carolina
Registered Investment Advisory firm - (2/24/2022 Terminated)South Carolina
Registered Investment Advisory firm - (2/23/2022 Terminated)Texas
Registered Investment Advisory firm - (2/23/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
744 Arden Lane Suite 175, Rock Hill, SC 29732
Mailing Address
Phone number
(803) 324-5464
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,628 |
| AUM (Assets Under Management) | $ 296,813,729 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
